+74.3%
TRGP vs NIO
-50.3%
+124.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.2% | +4.9% | +3.7% |
| 7D | +2.4% | -1.8% | +4.2% | +2.4% |
| 30D | +0.8% | -6.6% | +7.5% | +0.8% |
| 3M | +10.4% | -29.9% | +40.2% | +10.3% |
| 6M | +16.3% | -46.6% | +62.9% | +16.7% |
| YTD | +61.1% | -36.5% | +97.6% | +61.7% |
| All | +74.3% | -50.3% | +124.6% | +77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling